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Mark Starr

13 Years of Experience
Las Vegas, NV
3 DisclosuresSells Insurance

Mark Starr is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 13 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
126 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.

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Location

8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
Employment Separation After Allegations
April 2019
Customer Dispute
May 2015
Settled
Other Business ActivitiesSells Insurance

Mark is a registered investment advisor doing business as The Wealth Consulting Group since 2019. He also sells fixed insurance products for various carriers.

Employment History
Current Registrations
The Wealth Consulting Group
May 2019 - Present · 7 yrs
Previous Registrations
Edward Jones
March 2013 - May 2019 · 6 yrs 2 mos
Edward JonesBroker
December 2012 - May 2019 · 6 yrs 5 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.